Green Belt Bank & Trust
Firm details
- Headquarters
- Iowa Falls, Iowa
- CRD number
- 160583
- Website
- www.greenbeltbank.bank
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Green Belt Bank & Trust operates as the advisory arm of a banking organization, registered as an institutional RIA and structured as a corporation. FINTRX flags the firm as a capital allocator that primarily performs selection-of-other-advisers activity rather than acting as a traditional sub-adviser or active portfolio manager. The firm’s business classification is a bank, and it reports a fee arrangement described as “Other.” It is not identified as a multi-state adviser, an active ESG investor, a pension consultant, or a related adviser to another registered firm.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Kirk Yung
President, CEOCRD 7297157

Eric Staff
Chief Compliance OfficerCRD 6933501

Hollie Babcock
Chief Financial OfficerCRD 7297156
Contacts
1 of 1
James Stephenson
Agency ManagerCRD 6036824
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Iowa Falls, IA
Hardin
Location
Iowa Falls, IA
Headquartered in Iowa Falls, IA, in the Midwest of the United States.
- Region
- Midwest
- County
- Hardin
- Address
- 616 Washington Ave
- Time zone
- CT (UTC-6)
- Office locations
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